Criticalpoint Capital, LLC 401(K) Plan — Form 5500 plan (Criticalpoint Partners, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Criticalpoint Capital, LLC 401(K) Plan is a benefit plan reported by Criticalpoint Partners, LLC under EIN 45-5416532 and plan number 001. The latest loaded filing year is 2023. The filing reports 613 participants and $30,144,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Criticalpoint Partners, LLC
- EIN
- 45-5416532
- Plan number
- 001
- Plan type
- 2
- Location
- El Segundo, CA
- Latest filing year
- 2023
- Participants
- 613
- End-of-year plan assets
- $30,144,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 613 | H, C | 20241224100853NAL0005362355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,144,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,144,825
- Net assets (BOY)
- $24,310,094
Income & contributions
- Employer contributions
- $1,208,562
- Participant contributions
- $4,928,646
- Total contributions
- $6,825,118
- Total income / additions
- $10,681,652
Expenses & distributions
- Benefits paid
- $4,674,444
- Administrative expenses
- $172,477
- Total expenses
- $4,846,921
- Net increase / (decrease)
- $5,834,731
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $85,978 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $52,668 | $0 | 2023 |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $32,064 | not reported in the loaded dataset | 2023 |
| Marcum Llp | AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Criticalpoint Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in El Segundo, CA
- Nfp Retirement Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Economic Group Pension Services Inc — Schedule C compensation
- Marcum Llp — Schedule C compensation